Audra serves as the Event Coordinator for BentOak Capital where she plans and organizes frequent client events. Audra has always enjoyed planning fun and unique parties for her family, so she has taken her passion […]
Laura is an internal bookkeeper and receptionist for BentOak Capital. Laura began working for BentOak in 2016 as the bookkeeper one day a week and now works full time. She brings 25 years of experience […]
Halie joined the BentOak Capital team in June of 2021 and brings a decade of client service experience. She has a background in a little bit of everything. When in high school she worked for […]
Marley joined our team in the summer of 2020. She is a graduate of Texas A&M University where she received a Bachelor of Science degree in Agricultural Economics with a concentration in Finance & Real […]
AJ joined the BentOak Capital team in January 2020 as an intern and then became a full-time employee in January 2021 in the Lubbock office after graduating from Texas Tech. He has dual degrees in […]
Calynn came to BentOak Capital with experience as a Wealth Advisor and serves as our Marketing & Communications Director. Calynn brings 8 years of industry experience and a creative spirit to our team. Calynn graduated […]
Madison is a Wealth Advisor at BentOak Capital and works primarily in the Fort Worth office. Madison believes the role of a financial planner is to help clients develop a comprehensive strategy to achieve their […]
Hayden is a Wealth Advisor at BentOak Capital working primarily in our Weatherford office. Hayden enjoys meeting with clients to help them pursue their goals and contributes to the firm’s overall financial planning and investment […]
Michael is a Wealth Advisor at BentOak Capital where he enjoys working with clients to develop a plan to help them pursue their goals, while also contributing to the firm’s overall financial planning and investment […]
Chris is the Director of Financial Planning at BentOak Capital where he works with clients to help them clarify and pursue their goals. He oversees the firm’s financial planning process and group retirement plan initiatives. […]